Eric Hickok is a financial advisor at Hickok Advisory, LLC with five years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Wells Fargo and Shooter Financial, Inc. Outside of advising, he is involved in tax law as an attorney and operates a tax business, in addition to maintaining an active real estate license. Hickok Advisory provides asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and cyclical analysis to develop customized investment strategies and offers both discretionary and non-discretionary account management alongside comprehensive financial planning.

Lindsay Stuart is a CFP® with 12 years of industry experience. She is currently an advisor at EquityFTW and has previously worked at Mercer Advisors, Moss Adams Wealth Advisors, and Charles Schwab. Equity For The Win LLC provides fee-only, advice-only financial planning to individuals, high-net-worth clients, and business clients. The firm offers project-based and ongoing planning focusing on retirement, tax, business, and estate planning, as well as equity compensation analysis, without managing client assets or using asset-based fees.

Marialisa Caruso is a financial advisor at Caruso Family Financial Advisors (CFFA) LLC in San Jose, CA, with five years of industry experience. She holds a Series 65 designation and has worked at CFFA since 2020. Outside of advisory work, she is involved in modeling and acting with Halvorson Model Management and works as a front desk and bridal consultant at a formal dress shop. Caruso Family Financial Advisors is a small firm that provides portfolio management and pension consulting to individuals, high-net-worth clients, and institutional plans. The firm uses a variety of analytical methods and offers discretionary management with tailored investment plans.

Todd Scalisi is a financial advisor at Newhouse Integrated Financial Advisors LLC in Soquel, California, holding Series 65 and Series 63 credentials with two years of industry experience. His prior roles include positions at JP Morgan Securities LLC, Coast Financial Services Inc, PP&CO Advisors LLC, and Ascend Partner Services LLC. Newhouse Integrated Financial Advisors LLC is an independent investment adviser serving individual and high-net-worth clients with portfolio management and financial planning. The firm uses fundamental analysis and modern portfolio theory to create long-term, asset-allocated portfolios and integrates investment advice with affiliated tax, accounting, and real estate services under the Newhouse brand.

Robert Trieu is an advisor at Hickok Advisory, LLC with Series 63 and Series 65 credentials. He has been with Hickok Advisory since 2026 and has prior experience at Chase, Wells Fargo, Bank of America, and Codex Lending, alongside independent consulting and licensed agent roles dating back over a decade. Outside of his advisory work, he is involved with a tax preparation business and holds an active real estate license. Hickok Advisory provides discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach uses fundamental and cyclical analysis to create customized asset allocations and employs a range of strategies aligned with client objectives and risk tolerance.

David Hicks is a CFP® professional with six years at Petersen and Hicks and three years of industry experience overall. Prior to joining Petersen and Hicks, he worked at Peak Tax and Finance and spent nine years with the Department of Veterans Affairs at the VA Palo Alto Health Care System. He is involved in non-CPA tax preparation and planning through Petersen and Hicks. Petersen and Hicks serves individual clients, including high-net-worth individuals, providing comprehensive financial planning, investment advisory, and consulting services. The firm acts as a fiduciary, tailoring advice to client objectives and risk tolerance, and refers clients to third-party managers while conducting ongoing due diligence.

Kyle McCauley is a financial advisor with Entrust Investment Services, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining Entrust, he was affiliated with City Center Advisors, LLC and City Center Financial, LLC. Outside of his advisory work, he owns and operates a farming business through Green Pastures CSA, LLC. Entrust Investment Services provides discretionary investment management and financial planning to individuals, businesses, and other registered investment advisers. The firm employs Modern Portfolio Theory and offers services including ERISA plan management and the use of options and leveraged strategies in managed accounts.

John Arao is a financial advisor with Mine & Arao Wealth Creation and Management, LLC, holding a Series 65 designation and 27 years of industry experience. He has worked at Mine & Arao Wealth Creation & Management since 1999 and is also a partner in Mine & Arao, LLP, a certified public accounting firm offering tax preparation, planning, and related services. Mine & Arao Wealth Creation & Management serves individual investors, pension plans, and businesses, primarily drawing clients from its affiliated CPA practice. The firm provides discretionary investment management alongside financial planning and tax, retirement, and estate planning, using a comprehensive asset allocation approach that integrates investment advice with tax and bookkeeping services.

Ronald Petersen is a financial advisor at Petersen and Hicks in Campbell, CA, with 38 years of industry experience. He holds a Series 63 designation and previously worked at First Allied Securities, Inc. and Petersen & Associates. In addition to his advisory role, he is involved in non-CPA accounting and tax preparation and is a licensed insurance agent. Petersen and Hicks serves individual and high-net-worth clients by providing financial planning, investment advisory, and consulting services. The firm acts as a fiduciary, tailoring advice to client objectives and risk tolerance, and utilizes third-party managers for asset management while charging flat or hourly fees.

Anthony Caruso is a financial advisor at Caruso Family Financial Advisors (CFFA) LLC in San Jose, CA, holding a Series 66 designation with 14 years of industry experience. He has worked at various firms including Merrill and Lightpath Capital, and has been with CFFA since 2019, where he serves as CEO and Chief Compliance Officer. Caruso Family Financial Advisors is a small firm offering portfolio management and pension consulting services to individuals, high-net-worth clients, and institutional plans. The firm employs diverse analytical methods and discretionary management strategies, including options trading, and develops customized investment policy statements for its clients.

Scott Pearring is a CFP® professional with 15 years of industry experience. He is currently with Seek First Inc., where he has worked since 2019, following prior roles at Expand Financial Group, LLC, G.A. Repple & Company, and David Bennett - Financial Firm. Mr. Pearring is also an insurance agent appointed with various insurance companies to receive trail commissions but does not write new policies. Seek First Inc. serves individual and business clients, including high-net-worth individuals, by offering discretionary portfolio management combined with a consulting program that integrates financial, tax, estate, and insurance planning. The firm employs fundamental analysis and modern portfolio theory to develop strategic, buy-and-hold asset allocations tailored to client objectives and risk profiles.

David Faulk is a CFP® and Series 65-registered advisor with 20 years of industry experience. He is the principal at Montage Financial Advisors, where he has worked since 2020, and he also serves as president of Montage Tax, a separate tax preparation and planning firm. Prior to founding Montage Financial Advisors, he was with Johanson Financial Advisors, Inc. for five years. Montage Financial Advisors provides discretionary portfolio management and project-based financial planning for individual and high-net-worth clients. The firm employs a primarily passive investment approach grounded in Modern Portfolio Theory, using diversified portfolios of index mutual funds and ETFs, and coordinates closely with clients’ tax and legal professionals.

Robert Gaukel is a financial advisor at Newhouse Integrated Financial Advisors LLC with two years of industry experience. He holds a Series 65 designation and has worked at Newhouse since 2021. Outside of advising, Gaukel is a Certified Public Accountant providing tax preparation and strategy services and is a licensed real estate agent involved in property management and transactions. Newhouse Integrated Financial Advisors LLC is a California-registered independent investment adviser serving primarily individual and high-net-worth clients. The firm employs fundamental analysis and modern portfolio theory to build and monitor long-term, asset-allocated portfolios, offering both discretionary and non-discretionary account management.

Shane Yonston is a CFP® with 22 years of industry experience, currently serving as an advisor at Impact Investors since 2014. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2018. In addition to his advisory role, Yonston is licensed to sell life and long-term care insurance policies, which he manages alongside his investment work. Impact Investors serves individuals, families, accredited investors, and organizations seeking to integrate social and environmental values into their wealth plans. The firm offers tailored investment management, financial planning, and private investment services, utilizing written investment policies, exclusionary screens, and customized model portfolios.

Christine Mason is a Series 65 licensed financial advisor with eight years of industry experience. She is currently with Authentikos Wealth Advisory LLC and has previously worked at Regent Wealth Management. In addition to her advisory role, she is an agent involved in the sale of commissionable insurance products through an affiliated insurance agency. Authentikos Wealth Advisory LLC provides investment advisory and financial planning services primarily to individual clients and retirement plans, as well as corporations and employee benefit plans. The firm customizes portfolio allocations using fundamental, cyclical, and technical analysis and offers discretionary portfolio management, third-party manager selection, and access to model-portfolio solutions implemented on a wrap-fee platform.

Christopher Thomas is a CFP® and holds a Series 66 license with 25 years of industry experience. He is currently a financial advisor at Align Wealth Management, LLC and is also the sole owner of Thomas & Company CPA, a San Jose-based accounting firm. His prior experience includes roles at LPL Financial and Vantage Wealth Management LLC. Align Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, pension and 401(k) consulting, and financial planning. The firm uses a documented investment process based on client goals and risk tolerance, employing a mix of analytical approaches and third-party manager selection.

Jacob Ifshin is a financial advisor at Impact Investors with a Series 65 credential and two years of industry experience. His prior roles include positions at Horizons Sustainable Financial Services and self-employment, along with experience at Engaged Ecology and Everybody Grows. Impact Investors serves individuals, families, accredited investors, and organizations seeking to incorporate social and environmental values into their wealth plans. The firm provides customized investment management, financial planning, and mission-aligned retirement plan design, along with a private investment platform for accredited investors.

Bud Mine is a financial advisor at Mine & Arao Wealth Creation and Management, LLC, with 27 years of industry experience. He holds a Series 65 designation and has been working at Mine & Arao Wealth Creation and Management since 1999. In addition to his advisory role, Mr. Mine is a partner at Mine & Arao, LLP, a certified public accounting firm providing tax preparation, planning, and bookkeeping services. Mine & Arao Wealth Creation and Management serves individual investors, pension plans, and businesses, largely drawing clients from its affiliated CPA tax practice. The firm offers discretionary investment management combined with financial, tax, retirement, and estate planning services, emphasizing comprehensive asset allocation and integration of investment advice with accounting services.

Gael Knight is a financial advisor at Knight and Company Wealth Advisors, LLC with 16 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, he is a CPA and operates The Gael Knight Company Certified Public Accountants, Inc., providing a full range of accounting services including tax preparation. Knight and Company Wealth Advisors offers investment management and wealth-planning services to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs an asset-class, passive investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios primarily composed of passively managed mutual funds and ETFs.

Jesse Burns is a financial advisor with Entrust Investment Services, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Entrust Investment Services, Jesse worked at Ridgeline Retirement, PFS Investments Inc., and Primerica Financial Services. Outside of advisory work, he has been involved in the sale of investment-related and home service products through affiliated companies. Entrust Investment Services provides discretionary investment management and financial planning to a diverse client base, including other registered investment advisers, high-net-worth individuals, households, and businesses. The firm employs a Modern Portfolio Theory framework and offers ERISA plan services as well as public educational seminars.